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Disclosery

CVS CVS HEALTH CORP

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COM (common), issuer CIK 64803

1,636 managers (1,674 13F filers) reported a position in CVS shares at 2024-12-31, 1,048,726,700 shares in all. 96 filers opened a position and 369 filers sold out during the quarter.

Managers
1,636
13F filers
1,674
New
96
Added
371
Reduced
932
Sold out
369
Shares held by filers
1,048,726,700

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Graypoint LLC5,187$233K0.01%+68313F-HRTimeline
Smithfield Trust Co5,190$232K0.01%-21413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,174$232K0.01%-1,96013F-HRTimelineGroup
DOLIVER ADVISORS, LP5,126$230K0.06%-1,43413F-HRTimeline
Alliance Wealth Advisors, LLC /UT5,122$230K0.06%+2513F-HRTimeline
Clarius Group, LLC5,116$230K0.02%+1,48713F-HRTimeline
DAVIDSON TRUST CO5,100$229K0.12%-50813F-HRTimeline
Fortis Advisors, LLC5,100$229K0.15%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,086$228K0.01%-1,78113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.5,084$228K0.23%13F-HRTimeline
Vectors Research Management, LLC5,073$228K0.08%013F-HRTimeline
Parkside Financial Bank & Trust5,069$228K0.03%-53113F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC5,034$226K0.01%-1,11113F-HRTimeline
Glen Eagle Advisors, LLC5,023$225K0.04%-2,66713F-HRTimeline
LVW Advisors, LLC5,010$225K0.03%+1,04213F-HRTimeline
Wealth Watch Advisors, INC4,862$225K0.14%13F-HRTimeline
Private Capital Advisors, Inc.5,000$224K0.03%013F-HRTimeline
Southland Equity Partners LLC4,985$224K0.05%+1,52313F-HRTimeline
GeoWealth Management, LLC4,984$224K0.01%-7813F-HRTimeline
Zions Bancorporation, N.A.4,944$222K0.01%+73213F-HRTimeline
Sterling Capital Management LLC4,938$222K<0.01%-2,09113F-HRTimeline
Confluence Wealth Services, Inc.4,118$222K0.01%-4,33613F-HRTimeline
Element Wealth, LLC4,935$222K0.12%-95513F-HRTimeline
KLINGENSTEIN FIELDS & CO LP4,918$221K0.01%-22313F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC4,915$221K0.16%-1,19813F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,872$219K0.02%-1,86913F-HRTimeline
First Western Trust Bank4,871$219K0.01%-4413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,867$218K0.03%-26013F-HRTimeline
MSH Capital Advisors LLC4,853$218K0.07%-22,21713F-HRTimeline
Claro Advisors Inc.4,851$218K0.03%-7,17313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,848$218K0.05%-20013F-HRTimeline
LaFleur & Godfrey LLC4,836$217K0.03%+1,61013F-HR/ATimeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y4,835$217K0.23%013F-HRTimelineGroup
JEPPSON WEALTH MANAGEMENT, LLC4,832$217K0.08%-1,73513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …4,824$217K0.03%13F-HRTimeline
Roehl & Yi Investment Advisors, LLC4,824$217K0.12%13F-HRTimeline
Penbrook Management LLC4,800$215K0.15%013F-HRTimeline
Koshinski Asset Management, Inc.4,752$213K0.02%-14113F-HRTimeline
Atlas Brown,Inc.4,751$213K0.07%-49213F-HRTimeline
United Community Bankin group United Community Bank4,749$213K0.08%-1013F-HRTimelineGroup
MIDDLETON & CO INC/MA4,700$211K0.02%013F-HRTimeline
Financial Advisors Network, Inc.4,687$210K0.04%13F-HRTimeline
Sentry LLC4,684$210K0.04%013F-HRTimeline
Kendall Capital Management4,680$210K0.06%-5,16313F-HRTimeline
Provenance Wealth Advisors, LLC4,676$210K0.03%-13,03313F-HRTimeline
Van Hulzen Asset Management, LLC4,642$208K0.02%-1,09413F-HRTimeline
Copperwynd Financial, LLC4,637$208K0.06%-4,85613F-HRTimeline
Forum Private Client Group LLC4,626$208K0.09%+2413F-HRTimeline
Cadence Bank4,614$207K0.01%-95413F-HRTimeline
Polymer Capital Management (US) LLC4,608$207K0.07%13F-HRTimeline
Cadence Wealth Management LLC4,599$206K0.14%013F-HRTimeline
Good Life Advisors, LLC4,598$206K0.02%-50713F-HRTimeline
Cladis Investment Advisory, LLC4,592$206K0.15%-9,47713F-HRTimeline
Pekin Hardy Strauss, Inc.4,575$205K0.03%-6,17513F-HRTimeline
TT Capital Management LLC4,022$205K0.16%13F-HRTimeline
Keystone Financial Planning, Inc.4,521$203K0.06%013F-HRTimeline
Sargent Investment Group, LLC3,937$203K0.03%-13013F-HRTimeline
Essex LLC4,494$202K0.04%+113F-HRTimeline
Manchester Capital Management LLC4,457$200K0.02%+20413F-HRTimeline
AdvisorNet Financial, Inc4,399$197K0.02%-72113F-HRTimeline
Birch Capital Management, LLC4,387$197K0.1%-58,44213F-HRTimeline
SBI Securities Co., Ltd.4,351$195K0.01%13F-HRTimeline
TOBAM4,348$195K0.06%-1,08513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,338$195K0.02%-2,50013F-HRTimelineGroup
CoreCap Advisors, LLC4,328$194K0.01%+67913F-HRTimeline
Empirical Asset Management, LLC36,885$194K0.06%+32,86013F-HRTimeline
Realta Investment Advisors4,209$193K0.08%-28113F-HRTimeline
Luken Investment Analytics, LLC4,274$192K0.09%013F-HRTimeline
Caitong International Asset Management …4,250$191K0.19%13F-HR/ATimeline
R Squared Ltd4,140$186K0.18%13F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…4,000$180K0.1%+30013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC3,857$173K0.01%-30413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,862$173K0.01%-74,86613F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS3,785$170K0.08%-18013F-HRTimeline
CVA Family Office, LLC3,722$167K0.03%+37013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,704$166K0.01%-2,44513F-HRTimeline
CKW FINANCIAL GROUP3,600$162K0.02%+30013F-HRTimeline
Accredited Wealth Management, LLC3,451$155K0.14%13F-HRTimeline
2UniFi Bank3,418$153K0.1%13F-HRTimeline
Heck Capital Advisors, LLC3,403$153K0.02%-513F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB3,338$150K<0.01%-65,73813F-HRTimeline
Key Financial Inc3,314$149K0.03%-2,27013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,312$149K0.11%13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…3,289$147K<0.01%+3,18713F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,200$144K0.01%new13F-HRTimelineGroup
Laraway Financial Advisors Inc3,085$138K0.11%-25013F-HRTimeline
Larson Financial Group LLC2,985$134K0.01%-55713F-HRTimeline
Future Financial Wealth Managment LLC2,979$134K0.1%-1,99613F-HRTimeline
J.Safra Asset Management Corp3,013$132K0.01%+2,99813F-HRTimeline
OAKWORTH CAPITAL, INC.2,789$125K0.01%-1,14813F-HRTimeline
MATHER GROUP, LLC.2,785$125K<0.01%-68213F-HRTimeline
DT Investment Partners, LLC2,777$125K0.01%013F-HRTimeline
Robbins Farley2,775$125K0.06%013F-HRTimeline
Bullock Wealth Management Group2,739$123K0.07%+3513F-HRTimeline
UNION SAVINGS BANK2,736$123K0.06%-2,15713F-HRTimeline
Global Financial Private Client, LLC2,730$123K0.05%+1613F-HRTimeline
City State Bank2,627$118K0.04%-24513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,607$117K<0.01%new13F-HRTimelineGroup
Cromwell Holdings LLC2,596$117K0.07%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,574$116K0.05%+16013F-HRTimeline
Arax Advisory Partners2,552$115K0.01%+56913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,503$112K<0.01%-3,08813F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,509$112K0.02%-2,15013F-HRTimeline
PINNEY & SCOFIELD, INC.2,482$111K0.08%13F-HRTimeline
NFSG Corp2,468$111K0.03%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,451$110K0.14%+913F-HRTimeline
HORIZON BANCORP INC /IN/2,430$109K0.05%-80413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,416$108K<0.01%+40413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Copeland Capital Management, LLC2,325$104K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK2,312$104K<0.01%-381,02713F-HRTimeline
Sachetta, LLC2,284$103K0.04%-3,57813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.2,247$101K0.08%-75713F-HRTimeline
Tortoise Investment Management, LLC2,202$98.8K0.01%-24013F-HR/ATimeline
Quarry LP2,164$97.1K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC2,110$94.7K0.02%-1,32513F-HRTimeline
Medallion Wealth Advisors, LLC1,974$94K0.05%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,063$92.6K-446Timeline
Citizens National Bank Trust Department2,050$92K0.02%-79513F-HRTimeline
Sound Income Strategies, LLC2,041$91.6K0.01%-35613F-HRTimeline
Quent Capital, LLC2,029$91.1K0.01%-90613F-HRTimeline
Roble, Belko & Company, Inc2,006$90K0.01%013F-HRTimeline
ESL Trust Services, LLC2,000$89.8K0.02%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,983$89K0.05%-2,96613F-HRTimeline
PLATINUM INVESTMENT MANAGEMENT LTD1,980$88.9K0.01%new13F-HRTimeline
Avior Wealth Management, LLC1,934$86.8K<0.01%+18113F-HRTimeline
Pinnacle Bancorp, Inc.1,932$86.7K0.03%-1,43813F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,927$86K0.04%-64813F-HRTimeline
Plante Moran Financial Advisors, LLC1,882$84.5K0.01%-1,01013F-HRTimeline
Ulland Investment Advisors, LLC1,796$81K0.05%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd1,800$80.8K<0.01%13F-HRTimelineGroup
Nemes Rush Group LLC1,747$78.4K0.01%-713F-HRTimeline
Millstone Evans Group, LLC1,739$78.1K0.05%13F-HRTimeline
Grove Bank & Trust1,735$77.9K0.01%+44413F-HRTimeline
Bruce G. Allen Investments, LLC1,714$76.9K0.06%+3313F-HRTimeline
Pacific Capital Wealth Advisors, Inc.1,714$76.9K0.01%013F-HRTimeline
Trust Co1,701$76.4K0.01%-6,95913F-HRTimeline
SOA Wealth Advisors, LLC.1,698$76.2K0.01%+1013F-HR/ATimeline
SYSTEMATIC FINANCIAL MANAGEMENT LP1,688$75.8K<0.01%013F-HRTimeline
Legacy Bridge, LLC1,675$75.2K0.04%013F-HRTimeline
Gifford Fong Associates1,675$75K0.02%013F-HRTimeline
Towne Trust Company, N.A1,666$74.8K0.03%-25013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,666$74.8K0.04%-30013F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL1,024$73.8K0.02%+44613F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,643$73.7K0.03%-22613F-HRTimeline
Prestige Wealth Management Group LLC1,641$73.7K0.02%-3613F-HR/ATimeline
Asset Dedication, LLC1,619$72.7K0.01%-56013F-HRTimeline
BNP PARIBASin group BNP PARIBAS1,600$71.8K<0.01%+70013F-HRTimelineGroup
Salomon & Ludwin, LLC1,561$70.1K0.01%-32713F-HRTimeline
Strengthening Families & Communities, L…1,558$70K0.04%-25,66013F-HRTimeline
Qube Research & Technologies Ltd1,518$68.1K<0.01%new13F-HRTimeline
Park Place Capital Corp1,504$67.5K0.02%-44913F-HRTimeline
LFA - Lugano Financial Advisors SA1,468$65.9K0.04%013F-HRTimeline
Sugarloaf Wealth Management, LLC1,466$65.8K0.01%-7513F-HRTimeline
Natixis Investment Managers Internation…1,460$65.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,452$65.2K0.01%-3,31713F-HRTimeline
OFI INVEST ASSET MANAGEMENT1,501$65.1K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.1,441$64.7K0.01%-26113F-HRTimeline
Murphy & Mullick Capital Management Corp1,396$62.7K0.06%13F-HRTimeline
Iron Horse Wealth Management, LLC1,353$60.7K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC1,366$60K0.05%+2713F-HRTimeline
Hilltop National Bank1,333$59.8K0.02%013F-HRTimeline
WFA Asset Management Corp1,323$59.4K0.03%-29713F-HRTimeline
Main Street Group, LTD1,322$59.3K0.02%+28413F-HRTimeline
Piscataqua Savings Bank1,321$59.3K0.05%-15,23113F-HRTimeline
HHM Wealth Advisors, LLC1,306$58.6K0.01%-29413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,284$57.6K0.01%-3513F-HRTimeline
GPS Wealth Strategies Group, LLC1,281$57.5K0.01%-12313F-HRTimeline
Cape Investment Advisory, Inc.1,275$57.2K0.02%+45213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.989$56.5K<0.01%-2,55613F-HRTimelineGroup
Mechanics Financial Corp1,258$56.5K0.03%-1,49013F-HRTimeline
Coppell Advisory Solutions LLC1,282$56.3K0.01%+18913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,221$54.8K0.01%-94613F-HRTimelineGroup
Orion Capital Management LLC1,200$53.9K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,196$53.7K<0.01%013F-HRTimeline
Silvant Capital Management LLC1,169$52.5K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.1,168$52.4K<0.01%+32613F-HRTimeline
Coston, McIsaac & Partners1,170$52K0.02%+813F-HRTimeline
TFC Financial Management, Inc.1,157$51.9K0.01%-11813F-HRTimeline
Clean Yield Group1,140$51.2K0.02%-5013F-HRTimeline
Ball & Co Wealth Management Inc.1,101$49K0.04%13F-HRTimeline
Rise Advisors, LLC1,084$48.7K0.02%-8313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,081$48.5K0.01%-60013F-HRTimeline
Hara Capital LLC1,076$48.3K0.03%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc1,073$48.2K0.02%-14713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFS Partners, LLC1,060$47.6K0.03%+1213F-HRTimeline
CNB Bank1,015$45.6K0.02%-2,95313F-HRTimeline
PARK CIRCLE Co1,000$44.9K0.04%+30013F-HRTimeline
Versant Capital Management, Inc994$44.6K0.01%+11513F-HRTimeline
WOLFF WIESE MAGANA LLC992$44.5K0.03%-52513F-HRTimeline
Brooklyn Investment Group983$44.2K0.01%-4,54613F-HRTimeline
Mendota Financial Group, LLC981$44K0.03%+97813F-HRTimeline
Covestor Ltd986$44K0.03%-2213F-HRTimeline
FLP Wealth Management, LLC975$43.8K0.11%13F-HRTimeline
Perkins Coie Trust Co969$43.5K0.01%-54813F-HRTimeline
First Command Advisory Services, Inc.966$43.4K<0.01%013F-HRTimeline
CITY HOLDING CO960$43.1K0.01%-86513F-HRTimeline
Park Square Financial Group, LLC959$43K0.03%13F-HRTimeline
OARSMAN CAPITAL, INC.950$42.6K0.01%-48313F-HRTimeline
Providence First Trust Co945$42.4K0.02%new13F-HRTimeline
MCF Advisors LLC938$42.1K<0.01%-1,53313F-HRTimeline